Filed January 19, 1995 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,730 | $46,722+111.3% | $130,648-24.4% | $65,185+51.5% |
| Participation rate | 69.9% | 60.9%+9.0pp | 71.7%-1.8pp | 70.2%-0.3pp |
| Annual return | 21.46% | 24.17%-2.7pp | 1708.96%-1687.5pp | 29.38%-7.9pp |
| Employer contribution / active EE | $1,960 | $1,488+31.7% | $4,092-52.1% | $2,177-10.0% |
| Participant deferral / active EE | $3,677 | $2,545+44.5% | $3,603+2.1% | $3,514+4.7% |
| Admin fee / account holder | $7,018 | $453+1449.8% | $5,464+28.4% | $847+728.5% |